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Farther Finance Advisors, LLC

CIK
1992825
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

3,756 positions · $3,363,213,670 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

14 quarters · across all stocks

Holdings in OFG

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $3,762 93
2025-12-31 $2,499 61
2025-09-30 $1,435 33
2025-06-30 $1,968 46
2025-03-31 $6,283 157
2024-12-31 $75,075 1,774
2024-09-30 $88,717 1,975
2024-06-30 $1,797 48
2024-03-31 $1,730 47
2023-12-31 $1,761 47
2023-09-30 $2,149 72
2023-06-30 $1,877 72
2023-03-31 $1,795 72
2022-12-31 $1,984 72